For years, Carl and Eitan have been fighting an uphill credibility battle. In their professional circles, they’ve been the town loons proffering doomsday prophecies about Netflix’s business model.

Unfortunately, the boys were right.

Now that almost every Hollywood studio has reorganized around streaming and pumped billions of dollars into fleeting and brand-diluting original content, Netflix has revealed projections showing staggering future subscriber losses. Eitan & Carl look at what’s next for the firm and dissect Netflix's plans to create a cheaper AVOD tier.

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